Good Value | Pragmatic Value Investing
Business:Investing
Escalating geopolitical tensions, Xi Jinping’s consolidation of power in China, and the US Fed’s economic ‘balancing act’ are some the most significant issues dominating the macroeconomic backdrop for global investors as we move into the final quarter of the calendar year.
In Part 1 (00:30) of this new podcast episode, Alison Savas and Sunny Bangia provide listeners an insight into the way Antipodes is approaching these global affairs and the anticipated consequences for investors.
In Part 2 (20:00), Alison and Sunny provide an update on Antipodes’ portfolio positioning and discuss portfolio holdings, Merck and Co (NYSE: MRK) and Diageo (LON: DGE)*.
Antipodes website: antipodes.com
Antipodes on Linkedin: Antipodes Partners
*Individual stock commentary is illustrative only and not a recommendation to buy, hold, or sell any security.
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Quarterly Update: Has the worst case scenario for stock markets been averted? (Q4 2023)
2024 sector-specific stock market ideas (and what to avoid)
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Quarterly Update: How the world’s oil supply chain could be splintered (Q3 2023)
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3 stock ideas in one of the world’s most undervalued markets
Quarterly Update: A stock market with no margin for error (Q2 2023)
Ian Harnett: Can the US sidestep recession? And the big risk no one is talking about
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Quarterly Update: Investors bet big on the Fed pivot + 3 stocks to navigate the complex environment (Q1 2023)
Life after SIVB and CS: Winners and losers in global financials
Dr Christian Bruch on the energy transition
Quarterly update: Why US stocks could fall further + the case for investing in gold (Q4 2022)
Antipodes’ sector-specific investment outlooks for 2023
Investing in Emerging Markets
Antipodes’ approach to shorting
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